Dylan Burling has been an investment adviser representative at Northeast Planning Associates since October 2025, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Dylan Burling’s longest registration is the current one, 1 year at LPL Financial LLC since 2025.
- – present · 1 yearNewburyport, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 1 yearNewburyport, MA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Dylan Burling is registered as an investment adviser representative in Massachusetts, since March 2025.
- MassachusettsSince 4 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 May 2024 |
| Series 7TO | General Securities Representative Examination | 10 February 2024 |
| SIE | Securities Industry Essentials Examination | 11 November 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan M Burling
- CRD
- 7803254
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 26 PARKER STREET, UNIT B, Newburyport, MA 01950
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Dylan Burling work?
Dylan Burling is an investment adviser representative registered through Northeast Planning Associates, Inc. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Burling a financial advisor?
Yes. Dylan Burling has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since October 2025.
How many years of experience does Dylan Burling have?
Dylan Burling has 2 years in the financial industry, since February 2024, across 2 adviser firms.
What exams has Dylan Burling passed?
Dylan Burling has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2023.
Where is Dylan Burling based?
Dylan Burling’s registered office is in Newburyport, MA.
Is Dylan Burling registered with FINRA?
Yes. Dylan Burling has a current broker registration, under CRD 7803254.
Source: FINRA BrokerCheck
How can I verify Dylan Burling’s record?
Search CRD 7803254 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dylan Burling’s full registration record.
